Roth Financial Group, Merritt Island, Florida

Newsletters

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Credit Card Debt

How Long Will It Take to Pay my Balance?
Savings Accumulation

Estimate the future value of your current savings.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.